Shenkman Law
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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute
February 5, 2023
Speakers: Jonathan Blattmachr, Esq., Abigail O’Connor, Esq., Martin M. Shenkman, Esq. ....
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Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
January 31, 2023
Course Description: This webinar will discuss why all advisers should think about decan....
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Year End Estate Planning
December 23, 2022
Course Description: Year-end tax planning 2022 is different from prior years. Practitione....
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Year-End Estate and Tax Planning 2022
December 12, 2022
2022 is quickly coming to a close and there are still valuable tax and estate planning opp....
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Estate Tax Planning after the 2022 Elections
December 8, 2022
Jonathan Blattmachr, Martin Shenkman and Vary Vandenack discuss SLATs, using exemption, an....
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SLATs and Other Techniques for Estate Planning Now
November 29, 2022
Spousal lifetime access trusts (“SLATs”) are a popular technique that we see much more....
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3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
November 14, 2022
This presentation will discuss three possible approaches that estate planning professional....
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Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents
November 14, 2022
Find out how YOU can identify common and potentially valuable estate planning opportunitie....
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Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More
September 22, 2022
Asset protection planning remains vital for many if not most clients. For the past few yea....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts
September 16, 2022
Trusts are subject to compressed tax rates reaching the maximum income tax brackets at onl....
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